Latest Institutional Transactions on Schwab Fundamental Intl Large (FNDF)
This table provides information on the latest institutional transactions involving Schwab Fundamental Intl Large (FNDF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
277+ 4.15% |
$11K - $12K
|
6.94K
$302K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
24.7K+ 21.75% |
$982K - $1.06M
|
138K
$6.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-21.4K- 9.79% |
$851K - $921K
|
197K
$8.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
820+ 1.78% |
$32.7K - $35.4K
|
46.8K
$2.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
10.3K+ 21.53% |
$412K - $446K
|
58.3K
$2.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
50+ 0.19% |
$1.99K - $2.16K
|
25.7K
$1.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
51.8K+ 27.6% |
$2.07M - $2.24M
|
240K
$10.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-300- 35.59% |
$12K - $12.9K
|
543
$23.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-651- 0.9% |
$25.9K - $28.1K
|
72.1K
$3.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
242+ 0.47% |
$9.64K - $10.4K
|
51.4K
$2.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.02KNew |
$240K - $260K
|
6.02K
$262K
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
256+ 3.99% |
$10.2K - $11K
|
6.68K
$291K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
32New |
$1.27K - $1.38K
|
32
$1.39K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-97- 1.27% |
$3.86K - $4.19K
|
7.54K
$328K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-143K- 75.52% |
$5.68M - $6.16M
|
46.2K
$2.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-46.9K- 16.52% |
$1.87M - $2.02M
|
237K
$10.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-11.3K- 7.12% |
$449K - $487K
|
147K
$6.41M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
13.1KNew |
$523K - $566K
|
13.1K
$571K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-392- 0.16% |
$15.6K - $16.9K
|
245K
$10.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
528New |
$21K - $22.8K
|
528
$23K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.95KNew |
$77.6K - $84.1K
|
1.95K
$84.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.43K+ 7.79% |
$176K - $191K
|
61.3K
$2.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.98KNew |
$198K - $215K
|
4.98K
$217K
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
SELL
|
- |
-151- 2.76% |
$6.02K - $6.52K
|
5.32K
$231K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
800New |
$31.9K - $34.5K
|
800
$34.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
89+ 8.06% |
$3.55K - $3.84K
|
1.19K
$51.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-175- 21.11% |
$6.97K - $7.55K
|
654
$28.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
74New |
$2.95K - $3.19K
|
74
$3.22K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
750+ 57.56% |
$29.9K - $32.4K
|
2.05K
$89.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-900- 0.55% |
$35.9K - $38.8K
|
164K
$7.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-620- 1.05% |
$24.7K - $26.8K
|
58.5K
$2.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
242+ 1.6% |
$9.64K - $10.4K
|
15.3K
$668K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.69K+ 545.95% |
$67.2K - $72.8K
|
2K
$86.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-300- 4.7% |
$12K - $12.9K
|
6.09K
$265K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.73KNew |
$228K - $247K
|
5.73K
$250K
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-5.94K- 4.55% |
$237K - $256K
|
125K
$5.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
8.01K+ 1.94% |
$319K - $346K
|
422K
$18.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
990+ 5.73% |
$39.4K - $42.7K
|
18.3K
$795K
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-66- 0.57% |
$2.63K - $2.85K
|
11.5K
$503K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
341K+ 446.66% |
$13.6M - $14.7M
|
417K
$18.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
16.7K+ 2.09% |
$666K - $722K
|
816K
$35.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
78.7K+ 8.52% |
$3.14M - $3.4M
|
1M
$43.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
320+ 2.46% |
$12.7K - $13.8K
|
13.3K
$579K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
18.8K+ 3.73% |
$749K - $811K
|
523K
$22.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-9.21K- 2.72% |
$367K - $398K
|
330K
$14.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.33K+ 1.69% |
$92.9K - $101K
|
141K
$6.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
207+ 2.76% |
$8.25K - $8.93K
|
7.71K
$335K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.99K- 4.23% |
$79.1K - $85.7K
|
45K
$1.96M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
4.35K+ 57.81% |
$173K - $188K
|
11.9K
$517K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-552- 1.59% |
$22K - $23.8K
|
34.3K
$1.49M
|